3,560 material Form 8-K filings that 2,489 companies we cover made with the SEC in October 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). 2,508 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Dauch Corporation preliminarily reported a third-quarter 2026 net loss attributable to Dauch of $42 million to $47 million and Adjusted EBITDA of $355 million to $360 million, ahead of full results due November 6, 2026. It lowered its full-year 2026 Adjusted EBITDA target to $1.350 billion to $1.375 billion from $1.360 billion to $1.425 billion, citing production volatility, rising inflation and higher energy costs, while raising its full-year sales target. The lower profit outlook matters to shareholders because it reduces expected earnings for the year.
Q3 2026 net loss attributable to Dauch expected at $42 million to $47 million; Adjusted EBITDA expected at $355 million to $360 million.
Full-year 2026 Adjusted EBITDA target cut to $1.350 billion to $1.375 billion from $1.360 billion to $1.425 billion.
Full-year 2026 sales target raised to $10.8 billion to $10.875 billion from $10.6 billion to $10.8 billion, including metal market pass-throughs.
Full third-quarter results and conference call scheduled for 10:00 a.m. ET on November 6, 2026.
Pioneer Bancorp reported third quarter 2026 net income of $85,000, or about $0.00 per share, down from $4.3 million, or $0.18 per share, a year earlier. The drop reflects a $6.2 million litigation-related expense tied to agreements in principle to resolve claims by Southwestern Payroll, Granite Solutions and NatPay, while net interest income rose 16.9% to $23.6 million.
Q3 2026 net income was $85,000 versus $4.3 million in Q3 2025; nine-month net income was $8.9 million, or $0.36 per diluted share, versus $16.5 million, or $0.67, a year earlier
Litigation-related expense of $6.2 million was recognized in the quarter; agreements in principle were reached in October 2026, subject to definitive settlement agreements
Net interest income rose $3.4 million, or 16.9%, to $23.6 million, and net interest margin was 4.26%, up 10 basis points
Noninterest expense rose 57.4% to $27.7 million; total deposits reached $2.13 billion, up 22.5% from December 31, 2025
FTI Consulting reported record third-quarter 2026 revenues of $1.013 billion, driven by growth across all five business segments, while net income declined due to a $46.0 million special charge for restructuring. The company reaffirmed its full-year 2026 revenue guidance between $3.940 billion and $4.100 billion while raising its adjusted EPS guidance range to between $9.50 and $10.00. Shareholders also saw share repurchases of 523,588 shares for $79.4 million during the quarter.
Q3 2026 revenues reached a record $1.013 billion, a 5.9% increase compared to $956.2 million in the prior year quarter.
Net income for the quarter was $63.4 million, down from $82.8 million in the prior year quarter, impacted by a $46.0 million special charge.
The company raised its full-year 2026 Adjusted EPS guidance range to between $9.50 and $10.00.
During the quarter, the company repurchased 523,588 shares of common stock at an average price of $151.55 per share for a total cost of $79.4 million.
DoubleVerify reported third-quarter 2026 revenue of $205.6 million, up 9% from a year earlier, and net income of $15.9 million, up from $10.2 million. The company withdrew all previously issued financial outlook and guidance and suspended earnings calls while its pending merger is outstanding, which limits the forward information available to shareholders.
Q3 2026 revenue was $205.6 million, up 9%; activation revenue rose 10% to $117.6 million and measurement revenue rose 8% to $69.1 million.
Net income was $15.9 million, or $0.10 diluted EPS, versus $10.2 million, or $0.06, in Q3 2025; adjusted EBITDA was $75.4 million, a 37% margin.
Stockholders approved the Merger Agreement with Neptune BidCo US Inc. on October 29, 2026, with about 94% of votes cast in favor; the companies expect the deal to close by the first quarter of 2027.
All previously issued financial outlook and guidance were withdrawn, and future earnings calls were suspended for the duration of the pending transactions.
Pelthos Therapeutics agreed on October 30, 2026 to merge with Castle Creek Biosciences in a two-step merger, with Castle Creek becoming a wholly owned subsidiary. Castle Creek holders would receive 5,200,000 Pelthos shares at closing, plus contingent shares, milestone payments and priority review voucher proceeds, and would own about 32.5% of Pelthos on a fully diluted basis before the PIPE financing. Closing requires stockholder approvals from both companies and is expected by the end of the first quarter of 2027.
5,200,000 Pelthos common shares issued to Castle Creek holders at closing, about 32.5% of fully diluted shares before the PIPE financing
Up to 5,800,000 additional Pelthos shares if FDA approval of D-Fi is received on or before March 31, 2036
Up to $300 million in milestone payments tied to D-Fi clinical, commercial and net sales targets, plus 80% of any priority review voucher sale proceeds
Either party may terminate if the First Merger is not completed by February 1, 2027, subject to extension to March 31, 2027 in certain circumstances
IRADIMED reported third-quarter 2026 revenue of $24.2 million, up 14% from a year earlier, and GAAP diluted EPS of $0.51 versus $0.43. The company narrowed its full-year 2026 guidance, lowering the top end of its revenue and GAAP EPS ranges, which matters to shareholders because the outlook for the rest of the year is now less generous at the high end.
Q3 2026 revenue of $24.2 million, up from $21.2 million; net income of $6.5 million versus $5.6 million
Full-year 2026 revenue guidance changed to $91.6 million to $93.1 million from $91.0 million to $96.0 million
Full-year 2026 GAAP diluted EPS guidance changed to $1.90 to $1.94 from $1.90 to $2.05
Quarterly cash dividend of $0.20 per share, payable November 27, 2026 to holders of record on November 13, 2026
OpenWorld closed its merger with Blocksight Holdings Co. on October 27, 2026, and issued 641,924 common shares to the sellers, 275,110 of them subject to vesting restrictions. On October 29, 2026, the company agreed to a registered direct offering expected to raise about $3.5 million in gross proceeds before fees, with the offering expected to close on or about October 30, 2026; the new shares and warrants will add to the share count and may dilute existing shareholders.
Merger with Blocksight closed October 27, 2026; 641,924 shares issued to sellers, with 275,110 restricted and vesting monthly from the 22nd to 36th month after closing.
Registered direct offering of 1,494,084 common shares and 1,023,901 pre-funded warrants, with Series A and Series B warrants, priced at a combined $1.39 per share with warrants.
Gross proceeds expected to be about $3.5 million before placement agent fees and expenses; Patrick Kim named Blocksight CEO with a $250,000 annual base salary and $357,350 signing bonus.
Lear reported third-quarter 2026 results with revenue of $5.8 billion, up 2%, and net income of $137 million, up 26%, with earnings per share of $2.74 versus $2.02 a year earlier. The company adjusted its full-year 2026 outlook for net sales to reflect changing production schedules, while maintaining its core operating earnings guidance of $1,080 million to $1,200 million.
Q3 2026 revenue of $5.8 billion, up 2% from $5.7 billion; net income of $137 million; EPS of $2.74 vs. $2.02
Core operating earnings of $256 million, up 6%; free cash flow of $158 million vs. $307 million a year earlier
2026 net sales outlook set at $23,350 million to $23,750 million; core operating earnings outlook maintained at $1,080 million to $1,200 million
Repurchased $175 million of shares in Q3; share repurchase authorization expanded to $1.5 billion, extended through December 31, 2029
AutoNation reported third-quarter 2026 revenue of $7.0 billion, roughly flat year over year, with GAAP diluted EPS of $4.87 versus $5.65 a year earlier. Adjusted diluted EPS rose to $5.11 from $5.01, and the board approved an additional $1.0 billion share repurchase authorization, which matters to shareholders because it reduces the share count and the company has already cut shares outstanding by 9% this year.
Q3 2026 revenue $7,010.3 million vs $7,037.4 million a year ago (-0.4%); GAAP net income $162.3 million vs $215.1 million (-25%)
Adjusted diluted EPS $5.11 vs $5.01 (+2%); GAAP operating income $314.6 million vs $372.4 million (-16%)
Share repurchases of $620 million in the first nine months of 2026; $1.4 billion remained available as of October 28, 2026 after the new $1.0 billion authorization
Covenant leverage ratio 2.7X at quarter-end; revolving credit capacity increased to $2.0 billion with maturity extended to September 14, 2031
Capri Holdings reported fiscal second-quarter 2027 revenue of $809 million, down 5.5% from a year earlier, and about $20 million of that revenue shifted in timing from the third quarter. Net income was $27 million, or $0.25 per diluted share, compared with a loss of $0.28 per share a year earlier, and the company said it is raising its full-year outlook, now calling for diluted EPS of about $2.20. For shareholders, profit improved while sales still declined, and management expects revenue to return to growth in the second half of fiscal 2027.
Revenue of $809 million fell 5.5%; Michael Kors revenue fell 8.6% to $663 million while Jimmy Choo rose 11.5% to $146 million.
Diluted EPS was $0.25 versus a loss of $0.28 a year earlier; adjusted diluted EPS was $0.42 versus a loss of $0.03.
Fiscal 2027 outlook calls for total revenue of about $3.42 billion and diluted EPS of about $2.20.
The company spent $150 million repurchasing about 10.3 million shares, with $721 million remaining under its program.
Newell Brands reported third-quarter 2026 net sales of $1.9 billion, up 3.7% from a year earlier, and raised its full-year 2026 net sales outlook to 2% to 3%. The company posted a GAAP net loss of $81 million, or $0.19 per diluted share, after a $101 million non-cash impairment charge, but normalized diluted EPS rose to $0.20 from $0.17 and the normalized EPS outlook midpoint was maintained. Shareholders also face a cut to the full-year operating cash flow outlook, now about $150 million.
Net sales were $1.9 billion (1,873 million), up 3.7%; core sales grew 3.3% in the quarter.
GAAP operating income fell to $27 million from $119 million, including a $101 million impairment charge tied to an indefinite-lived tradename.
Full-year 2026 net sales outlook raised to 2% to 3% from 1% to 2%; normalized EPS outlook of $0.74 to $0.76 midpoint maintained.
Full-year operating cash flow outlook revised to approximately $150 million, reflecting a roughly $85 million accounting effect from terminating non-qualified defined benefit plans and lower receivables factoring proceeds.
Carter's reported fiscal third-quarter 2026 results, with net sales down 0.7% to $752.5 million and GAAP diluted EPS of $1.00 versus $0.32 a year earlier. The company also updated its full-year 2026 outlook, projecting adjusted diluted EPS of $3.05 to $3.23 versus $3.47 in fiscal 2025, and COO Richard F. Westenberger gave notice that he will step down, while remaining CFO. Shareholders get a mixed picture: profit improved sharply while sales slipped and the outlook implies lower adjusted earnings for the year.
Q3 net sales $752.5 million vs $757.8 million a year earlier; GAAP operating income $55.8 million vs $29.1 million
Adjusted diluted EPS $1.03 vs $0.74 in Q3 2025; GAAP diluted EPS $1.00 vs $0.32
Fiscal 2026 outlook: net sales $2.91 billion to $2.93 billion; adjusted diluted EPS $3.05 to $3.23 vs $3.47 in fiscal 2025
Richard F. Westenberger gave notice on October 26, 2026 that he will step down as COO once a successor is appointed
Shutterstock founder Jon Oringer returned as Chief Executive Officer and Chairman, effective October 28, 2026, replacing interim CEO Rik Powell, who remains Chief Financial Officer. Hichame Assi, CEO of the Company's Envato unit, was named President and Chief Operating Officer, and the company said it will not hold its scheduled third quarter 2026 earnings call on November 5, 2026, citing an ongoing review of its strategic direction.
Oringer's base salary rose from $1.00 to $1,000,000; he is not eligible for an annual cash bonus for the rest of fiscal 2026 or fiscal 2027
Assi's fixed pay is AUD 775,000 a year, with a target bonus of up to 60% from fiscal 2027, and RSU awards with a target value of $1.5 million
The company will not hold its previously scheduled third quarter 2026 earnings conference call on November 5, 2026
MasTec reported record third quarter 2026 revenue of $5.2 billion and Adjusted EBITDA of $486.4 million, driven by strong growth in its Power Delivery segment. The company updated its full-year 2026 financial guidance, reflecting project timing shifts and customer spending deferrals in its Communications segment. Total 18-month backlog reached a record $24.5 billion, supported by recent acquisitions and utility infrastructure demand.
Third quarter 2026 revenue reached a record $5.2 billion, up 30% year-over-year.
GAAP net income for the third quarter was $167.7 million, with diluted EPS of $1.89 and adjusted diluted EPS of $2.96.
Full year 2026 diluted EPS guidance was updated to a range of $5.69 to $6.01, and adjusted diluted EPS guidance to a range of $8.92 to $9.30.
Record 18-month backlog stood at $24.5 billion as of September 30, 2026, an increase of $7.8 billion year-over-year.
NPK International reported third quarter 2026 revenue of $76.3 million, up 11%, and Adjusted EBITDA of $20.0 million, up 30%, while GAAP diluted EPS from continuing operations was flat at $0.07. The company lowered its full-year 2026 guidance, citing exceptionally dry weather in Texas that hurt matting demand, so the revenue growth came with a weaker outlook for shareholders.
Q3 2026 revenue was $76.3 million, up 11% from $68.8 million, while income from continuing operations was $6.3 million, or $0.07 per diluted share, the same as the prior year.
Full-year 2026 guidance: revenues of $300 million to $305 million and Adjusted EBITDA of $90 million to $93 million, with the company citing a lower full-year outlook.
Adjusted EBITDA margin was 26.2%, up 390 basis points, while operating margin fell to 12.0% from 13.2%.
The company repurchased $13.4 million of common stock in the third quarter and had $76 million remaining under its authorization.
Stablecoin Development Corp (SDEV) reported third-quarter net income of $50.4 million, or $0.23 per share, driven mainly by a $58.8 million non-cash unrealized gain on its SKY token holdings. The company's SKY value has since fallen about 13%, and it sold shares through its at-the-market program for about $45.9 million in net proceeds after quarter end, which adds dilution for existing shareholders.
Q3 net income of $50.4 million, or $0.23 per basic and diluted share, driven by a $58.8 million non-cash unrealized gain as SKY price rose about 49%
Q3 staking revenue of $2.1 million against general and administrative expenses of $5.0 million, including $3.3 million of non-cash stock-based compensation
SKY price fell from $0.07764 at September 30, 2026 to $0.06761 at October 26, 2026; holdings of approximately 2.33 billion tokens were valued at about $157.6 million
Shares sold under the ATM Program from quarter end through October 26, 2026 totaled 15,801,547 for about $45.9 million in net proceeds
Silgan reported third-quarter 2026 net sales of $2.04 billion, up 2%, but GAAP net income fell to $105.0 million, or $0.99 per diluted share, from $113.3 million, or $1.06, a year earlier. Adjusted EPS rose to $1.31 from $1.22, and the company narrowed its 2026 adjusted EPS estimate to $3.83 to $3.93 from $3.73 to $3.93, which raises the midpoint.
Net sales were $2.04 billion, up $31.5 million or 2%, mainly from passing through higher raw material costs to customers.
GAAP net income was $105.0 million ($0.99 per diluted share) versus $113.3 million ($1.06) in Q3 2025; EBIT was $191.7 million, down $7.0 million.
Adjusted EPS was $1.31 versus $1.22; the 2026 adjusted EPS estimate was revised to $3.83 to $3.93 from $3.73 to $3.93.
Q4 2026 adjusted EPS is estimated at $0.76 to $0.86; 2026 free cash flow is still expected to be approximately $450 million.
Pebblebrook Hotel Trust reported a third-quarter 2026 net loss of $54.6 million, compared with a $32.4 million loss a year earlier, after $77.3 million of non-cash impairment charges. Adjusted FFO per diluted share rose to $0.63 from $0.51, and the company raised its full-year Adjusted EBITDAre outlook by $16.3 million at the midpoint, while its full-year net loss outlook changed to ($60.5) to ($56.5) million.
Q3 Same-Property RevPAR rose 8.3% and Same-Property Total Revenues rose 6.9% to $400.6 million.
Q3 Adjusted FFO per diluted share was $0.63 versus $0.51 a year earlier; Adjusted EBITDAre was $107.9 million.
Full-year 2026 Adjusted EBITDAre outlook is $363.3 million to $367.3 million, and Adjusted FFO per diluted share outlook is $1.88 to $1.92.
The company sold The Hotel Zags in Portland for $10.0 million on October 8, 2026, and repurchased 1.2 million common shares for $20.9 million in Q3.
CNO Financial Group reported third quarter 2026 net income of $161 million, or $1.71 per diluted share, up from $23.1 million, or $0.24, a year earlier. The company raised its full-year 2026 operating EPS guidance, with the midpoint up 9% from prior guidance. Total revenues fell to $1,086.0 million from $1,188.7 million, and $44.9 million of favorable significant items from the annual actuarial review boosted results.
Net operating income was $179.1 million, or $1.90 per diluted share, up 47% from $1.29 in 3Q25.
2026 operating EPS guidance midpoint raised 9% from prior guidance.
Total revenues were $1,086.0 million, compared with $1,188.7 million in 3Q25.
Significant items from the comprehensive annual actuarial review added $44.9 million, or $0.48 per diluted share, to 3Q26 results.
ACCO Brands reported third-quarter 2026 net sales of $380.3 million, down 0.9 percent from a year earlier, while operating income rose 16.5 percent to $30.3 million and adjusted EPS rose to $0.28 from $0.21. Net tariff refunds of $0.11 per diluted share contributed to the profit gain, and the company raised its full-year 2026 outlook to reflect the refunds and the Trust acquisition, which closed on October 1, 2026.
Q3 net sales were $380.3 million, down 0.9 percent, with comparable sales down 6.2 percent
Diluted EPS was $0.12 versus $0.04 a year earlier; adjusted EPS was $0.28 versus $0.21, including $0.11 per share of net tariff refunds
Full-year 2026 adjusted EPS outlook is $0.98 to $1.02, including $0.12 from the tariff refund
Trust acquisition closed October 1, 2026; consolidated leverage ratio was 3.6x at September 30, 2026
Nasdaq's Hearings Panel granted CID HoldCo (Nasdaq: DAIC) continued listing, notified the company on October 28, 2026, but requires an application to transfer the listing to The Nasdaq Capital Market by November 2, 2026. The filing also reports that the Envoy Technologies acquisition closed on October 9, 2026, and that BladeRanger's designee, Avi Cohen, joined the board on October 23, 2026, so shareholders face a conditional listing outcome alongside a completed acquisition.
Nasdaq Hearings Panel granted continued listing, subject to submitting a transfer application to The Nasdaq Capital Market on or before November 2, 2026
Company closed the acquisition of 100% of Envoy Technologies' capital stock on October 9, 2026, paid in common stock and newly authorized Series C Convertible Non-Redeemable Preferred Stock
Avi Cohen appointed to the board on October 23, 2026, to Class I, serving until the 2029 Annual Meeting; filing states he is independent
Company filed its delinquent Form 10-Q for the quarter ended June 30, 2026, and issued a press release on October 29, 2026
Unifi reported fiscal first-quarter 2027 net sales of $127.9 million, down 5.7% from a year earlier, while its net loss narrowed to $2.0 million from $11.4 million. The company also closed a $60.0 million sale of non-strategic Yadkin County, North Carolina real estate on October 28, 2026, and used the proceeds to repay its $55.5 million term loan, which management cites as progress on reducing debt.
Net sales were $127.9 million, down from $135.7 million, which the company attributed to tepid customer ordering in the Americas and Asia segments.
Gross profit rose to $12.5 million from $3.4 million; net loss was $2.0 million, or $0.11 per share, versus $11.4 million, or $0.62 per share.
The Yadkin County real estate sale closed on October 28, 2026 for $60.0 million in cash, and net proceeds repaid the $55.5 million term loan.
At the October 27, 2026 annual meeting, shareholders elected all eight director nominees and approved the advisory executive pay vote with 5,762,943 votes for and 2,365,861 against.
Bright Horizons reported third-quarter 2026 revenue of $841.5 million, up 5%, but a net loss of $230.7 million, driven mainly by a $290.0 million goodwill impairment tied to its international full service operations. The company also revised its 2026 guidance to about $3.07 billion in revenue and diluted adjusted earnings per share of $4.98 to $5.03, and director Mary Ann Tocio will retire effective December 1, 2026, with Seth Siegel joining the board on that date.
Q3 2026 revenue rose 5% to $841.5 million; net loss was $230.7 million, or $4.76 per diluted share, versus net income of $78.6 million, or $1.37 per diluted share, a year earlier
Diluted adjusted earnings per share rose 15% to $1.80; adjusted net income fell 3% to $87.5 million
Revised 2026 outlook: revenue of about $3.07 billion and diluted adjusted EPS of $4.98 to $5.03
Board changes: Mary Ann Tocio retires effective December 1, 2026; Seth Siegel appointed effective the same day and to the Audit Committee
SPX Technologies reported third-quarter 2026 revenue of $714.5 million, up 20.5%, and GAAP net income of $81.9 million, up 30.6%. It raised its full-year revenue forecast to $2.745 billion to $2.805 billion but lowered its adjusted EBITDA range to $625 million to $645 million and its adjusted EPS top end to $8.50, which matters to shareholders because profit guidance moved down even as sales guidance moved up.
Q3 2026 revenue $714.5 million, up 20.5%; GAAP EPS $1.62, up 25.6%; adjusted EPS $2.21, up 20.1%
Full-year revenue guidance raised to $2.745 billion to $2.805 billion, from $2.705 billion to $2.765 billion
Adjusted EBITDA guidance lowered to $625 million to $645 million, from $630 million to $660 million; adjusted EPS range now $8.20 to $8.50, from $8.20 to $8.60
Total debt was $1,334.7 million at September 26, 2026, up from $501.6 million at December 31, 2025
Columbia Financial reported third-quarter 2026 GAAP net income of $5.2 million, or $0.02 per share, down from $14.9 million, or $0.07 per share, a year earlier. The result was hit by a $40.8 million securities loss and $30.6 million in merger-related expenses tied to its Northfield Bancorp acquisition, completed July 20, 2026. Core net income, a non-GAAP measure, rose to $40.6 million, or $0.16 per share, from $15.4 million, and the board declared a $0.05 per share quarterly dividend.
GAAP net income was $5.2 million ($0.02 per share) for the quarter ended September 30, 2026, versus $14.9 million ($0.07 per share) a year earlier.
Core net income was $40.6 million ($0.16 per share) for the quarter, versus $15.4 million ($0.07 per share) a year earlier.
Nine-month GAAP net income was $32.8 million ($0.14 per share), versus $36.1 million ($0.16 per share) for the same period of 2025.
Quarterly cash dividend of $0.05 per share is payable November 25, 2026, to shareholders of record as of November 10, 2026.
Stryker Corporation announced its third quarter 2026 operating results, reporting a 7.7% increase in net sales to $6.5 billion alongside a decline in reported net earnings. The company updated its full year 2026 guidance, now expecting organic net sales growth in the range of 6.5% to 7.0%. Additionally, the Board of Directors approved a $3.0 billion increase to the share repurchase program following $1.0 billion in repurchases during the quarter.
Reported net sales increased 7.7% to $6.5 billion for the third quarter of 2026.
Reported net earnings decreased 12.3% to $753 million, or $1.96 per diluted share, while adjusted diluted EPS increased 10.3% to $3.52.
Full year 2026 organic net sales growth is now expected to be in the range of 6.5% to 7.0%.
Stryker repurchased $1.0 billion of its common stock in the third quarter of 2026 and expanded its share repurchase program by $3.0 billion in October 2026.
PTC Therapeutics reported third-quarter 2026 total revenue of $358 million, up from $211.0 million a year earlier, and raised its full-year 2026 total and product revenue guidance. The company also recorded a net loss of $51.7 million, compared with net income of $15.9 million in the prior-year quarter, after a $111.0 million acquired in-process R&D charge for the ST-920 Fabry gene therapy.
Q3 2026 total revenue was $357.8 million, versus $211.0 million in Q3 2025; Sephience net product revenue was $181.9 million.
Net loss was $51.7 million ($0.62 per share) versus net income of $15.9 million a year earlier, including the $111.0 million ST-920 charge.
Full-year 2026 product revenue guidance was raised to $960 to $990 million from $850 to $950 million; total revenue guidance is $1.29 to $1.32 billion.
Cash, cash equivalents and marketable securities were $2,127.9 million on September 30, 2026.
Reddit, Inc. announced its financial results for the third quarter ended September 30, 2026, reporting $895 million in revenue and $283 million in net income, alongside significant growth in daily and weekly active users. However, the company also disclosed that search referral traffic declines have continued into the fourth quarter, which could potentially impact future user metrics. Shareholders also received guidance for fourth-quarter revenue between $1.0 billion and $1.03 billion.
Revenue increased 53% year-over-year to $895 million for the quarter ended September 30, 2026.
Net income reached $283 million, with diluted earnings per share at $1.40.
Global Daily Active Uniques grew 12% year-over-year to 130.3 million.
Fourth-quarter 2026 revenue is estimated to be in the range of $1,000 million to $1,030 million.
FedEx Freight reported financial results for the four-month transition period ended September 30, 2026, delivering revenue of $3.3 billion and diluted EPS of $1.54. The company also raised its full transition period revenue forecast to a range of $5.58 billion to $5.65 billion while providing its initial outlook for the quarter ending December 31, 2026.
Revenue for the four-month transition period ended September 30, 2026, reached $3.3 billion, representing a 9.2% increase year-over-year.
Operating income for the four-month period was $383 million, while adjusted operating income grew 16.4% to $510 million.
The company updated its transition period revenue outlook to $5.58 billion to $5.65 billion, exceeding its original growth forecast of 4% to 6%.
Capital expenditures for the four-month transition period totaled $151 million, with full transition period capital expenditures expected to be approximately $365 million.
DaVita Inc. announced consolidated revenues of $3.578 billion and diluted earnings per share of $3.40 for the third quarter ended September 30, 2026. The company also updated its full-year 2026 guidance ranges for adjusted operating income and adjusted diluted earnings per share.
Consolidated revenues for Q3 2026 were $3.578 billion with an operating income of $499 million.
Diluted earnings per share was $3.40 and adjusted diluted earnings per share was $3.82 for the quarter ended September 30, 2026.
The company repurchased 0.6 million shares for $111 million during the third quarter of 2026 at an average price of $186.21 per share.
Updated 2026 guidance projects adjusted operating income between $2.175 billion and $2.250 billion.
Forrester Research reported third-quarter 2026 revenue of $86.1 million, down from $94.3 million a year earlier, and a GAAP net loss of $4.4 million, or $0.23 per diluted share, versus a $2.1 million loss in the prior-year quarter. The company raised the low end of its 2026 adjusted earnings per share guidance to a range of $0.77 to $0.82, while lowering its full-year revenue outlook to $350.0 million to $360.0 million.
Q3 2026 total revenues were $86.1 million, compared with $94.3 million in Q3 2025.
GAAP net loss was $4.4 million, or $0.23 per diluted share, versus a net loss of $2.1 million, or $0.11, a year earlier.
Adjusted diluted EPS was $0.24, compared with $0.37 in Q3 2025.
Full-year 2026 adjusted diluted EPS guidance is approximately $0.77 to $0.82; full-year revenue guidance is $350.0 million to $360.0 million, a decline of 11.8% to 9.3%.
Gilead Sciences announced its third quarter 2026 financial results, reporting a 13% increase in total product sales to $8.3 billion driven by growth in HIV and oncology products. The company also raised its full-year 2026 base business revenue guidance for the year, bringing total increases to $1.6 billion since the start of the year.
Total third quarter 2026 product sales increased 13% year-over-year to $8.3 billion.
GAAP diluted earnings per share was $1.94 for the third quarter of 2026 compared to $2.43 in the prior year period.
Full-year 2026 product sales guidance was raised to a range of $31.0 billion to $31.3 billion.
As of September 30, 2026, cash, cash equivalents and marketable debt securities totaled $6.4 billion.
Strategy Inc reported Q3 2026 financial results including operating income of $20.91 billion, largely driven by digital asset gains. Additionally, CFO Andrew Kang announced his resignation effective November 5, 2026, with CEO Phong Le and EVP Reza Virasteh stepping into planned financial leadership roles.
Q3 2026 operating income was $20.91 billion, compared to $3.89 billion in Q3 2025.
Q3 2026 net income attributable to common stockholders was $19.12 billion, with diluted EPS of $44.75.
CFO Andrew Kang is resigning effective November 5, 2026, and will receive a lump sum payment of $883,400.
As of October 25, 2026, the company held 848,517 bitcoins.
First Solar reported third quarter 2026 net sales of $1.23 billion, down 23% year-over-year, while net income per diluted share rose 25% to $5.30. The company updated its full-year 2026 guidance, lowering net sales expectations to between $4.6 billion and $4.9 billion, and announced a new $500 million share repurchase program.
Q3 2026 net sales were $1.23 billion, representing a 23% decrease compared to Q3 2025.
Diluted net income per share increased 25% year-over-year to $5.30 for the third quarter.
Full-year 2026 net sales guidance was revised to $4.6 billion to $4.9 billion, down from the prior range of $4.9 billion to $5.2 billion.
The board of directors authorized a share repurchase program of up to $500 million on October 29, 2026.
Credit Acceptance reported a GAAP net loss of $56.6 million, or $5.43 per diluted share, for the quarter ended September 30, 2026, compared with net income of $108.2 million, or $9.43 per diluted share, a year earlier. The decline was driven mainly by a $258.9 million increase in provision for credit losses, including $193.8 million tied to a forecasting methodology adjustment, while adjusted net income rose 14.9% to $135.5 million.
GAAP net loss of $56.6 million, or $5.43 per diluted share, versus net income of $108.2 million, or $9.43 per diluted share, in Q3 2025
Provision for credit losses rose $258.9 million, including $193.8 million from forecast changes tied to a Q3 2026 methodology adjustment
Forecasted net cash flows from the loan portfolio declined $291.2 million, or 2.5%
Consumer Loan unit volume rose 37.7% to 110,010 units and dollar volume rose 51.0% to $1.4 billion
Alignment Healthcare reported third-quarter 2026 total revenue of $1,358.3 million, up 36.7% year-over-year, and membership of approximately 301,200, up 31.2%. Profit fell, with a net loss of $8.1 million compared with net income of $3.7 million a year earlier, and adjusted EBITDA down 32.8%. The company lowered its full-year 2026 adjusted gross profit and adjusted EBITDA guidance because of higher medical costs, which weighs on shareholders' expectations for profitability.
Q3 2026 total revenue was $1,358.3 million, up 36.7% year-over-year; net loss was $8.1 million versus net income of $3.7 million a year earlier
Medical benefits ratio based on adjusted gross profit rose to 89.5%, an increase of approximately 240 basis points year-over-year
Full-year 2026 adjusted gross profit guidance is no less than $575 million and adjusted EBITDA guidance is no less than $100 million, both lowered; full-year revenue guidance was raised to no less than $5,245 million
Fourth-quarter 2026 guidance calls for adjusted EBITDA of $(28) million, a loss, on revenue of $1,316 million
D.R. Horton reported fourth quarter fiscal 2026 consolidated revenues of $9.4 billion and net income attributable to the company of $741.8 million, representing an 18 percent decrease from the prior year period. For the full fiscal year ended September 30, 2026, net income fell 19 percent to $2.9 billion on $33.0 billion of revenues. Despite challenging housing market conditions, the board raised the quarterly cash dividend by 11 percent to $0.50 per share.
Fourth quarter net income attributable to D.R. Horton was $741.8 million, or $2.67 per diluted share, on consolidated revenues of $9.4 billion.
Fiscal 2026 net income was $2.9 billion, or $10.11 per diluted share, on consolidated revenues of $33.0 billion.
The board of directors increased the quarterly cash dividend by 11 percent to $0.50 per share, payable on November 19, 2026.
Initial fiscal 2027 guidance includes consolidated revenues in the range of $30.0 billion to $32.0 billion and 79,000 to 84,000 homes closed.
Dream Finders Homes reported third-quarter 2026 homebuilding revenue up 3% to $942 million and home closings up 3% to 1,967, but net income attributable to the company fell to $7 million, or less than a one cent loss per basic share, from $47 million, or $0.47 per share, a year earlier. Results were hurt by $23 million of Beazer acquisition costs and a homebuilding gross margin of 14.9% versus 17.5%, and the company said it expects further deal abandonment charges in the fourth quarter after completing the $2.2 billion Beazer acquisition on October 20, 2026.
Net income attributable to DFH was $7 million, or less than a one cent loss per basic share, versus $47 million, or $0.47 per share; excluding $23 million of Beazer acquisition costs, it was $27 million, or $0.22 per share.
Homebuilding revenues rose 3% to $942 million; homebuilding gross margin fell to 14.9% from 17.5%, and adjusted gross margin fell to 24.1% from 26.7%.
Beazer Homes USA acquisition was completed October 20, 2026, in an all-cash deal with an enterprise value of about $2.2 billion.
The company reiterated its 2026 guidance of about 9,250 home closings and expects deal abandonment charges in the fourth quarter.
Perrigo agreed to sell its Infant Formula business to MeridianMade for total consideration of up to $175 million, including $40 million in cash at closing and up to $135 million contingent on performance milestones through 2030. The company expects a non-cash impairment charge of $275 million to $375 million in the fourth quarter of 2026, and says the deal should enhance its margin profile and significantly reduce future capital expenditures.
Total consideration of up to $175 million: $40 million cash at closing plus up to $135 million contingent on milestones through 2030
Expected non-cash impairment charge of $275 million to $375 million in the fourth quarter of 2026
In the trailing four quarters ended June 27, 2026, Infant Formula generated net sales of $380 million and segment adjusted operating income of $8 million
Closing is expected in the first half of 2027, subject to customary closing conditions and regulatory approvals
Newmark reported third-quarter 2026 revenue of $973.2 million, up 12.7%, and Adjusted EPS of $0.48, up 14.3%, and declared a $0.06 quarterly dividend. The company lowered its full-year 2026 outlook for Adjusted EPS and Adjusted EBITDA, citing macroeconomic volatility that affects the timing and certainty of deal closings.
Q3 2026 total revenues $973.2 million, up 12.7%; GAAP EPS $0.27 versus $0.25; Adjusted EPS $0.48 versus $0.42
Revised FY 2026 Adjusted EPS outlook $1.80-$1.90, down from $1.87-$1.98; Adjusted EBITDA outlook $629-$667 million, down from $656-$694 million
Revised FY 2026 total revenues outlook $3,700-$3,800 million, down from $3,775-$3,875 million
Board declared $0.06 per share dividend payable November 30, 2026; $400 million buy-back program re-authorized October 28, 2026
Portland General Electric reported third-quarter 2026 GAAP net income of $119 million, or $1.00 per diluted share, up from $0.94 a year earlier, and revised its full-year 2026 adjusted EPS guidance to $3.18 to $3.28 per diluted share because of unusually mild weather. Nine-month diluted EPS was $1.98, down from $2.41, and the company said its long-term guidance remains intact.
Q3 2026 adjusted EPS was $1.06 versus $1.00 a year earlier; GAAP EPS was $1.00 versus $0.94
Weather was a $0.15 year-over-year EPS headwind in Q3 and an estimated $0.20 headwind year to date
Industrial customer demand grew 9% year over year on a weather-adjusted basis
Biglow and Salmonfly solar and battery build-transfer agreements have anticipated investments of about $900 million and $853 million
Instacart (Maplebear Inc.) entered a merger agreement under which DoorDash will acquire it for $65.00 per share, an equity value of approximately $17 billion, with a 26% premium to its October 22, 2026 closing price. Instacart stockholders can elect cash, DoorDash stock, or a mix, subject to proration, and the deal is expected to close in late 2027 or the first half of 2028.
Cash consideration of $65.00 per share, or 0.3372 DoorDash Class A shares, or $48.75 cash plus 0.0843 DoorDash shares per Instacart share
Equity value of approximately $17 billion; the stock portion of the consideration is capped at 25% of aggregate consideration
Closing expected in the end of 2027 or the first half of 2028, subject to Instacart stockholder approval, antitrust clearances and other conditions
Stockholders holding about 19% of Instacart's outstanding shares have agreed to vote in favor
Rafael Holdings reported fourth-quarter and fiscal 2026 results for the period ended July 31, 2026, and said its subsidiary Cyclo Therapeutics submitted a New Drug Application to the FDA for remibetadex to treat Niemann-Pick Disease Type C. The Phase 3 study did not meet its primary endpoint in the overall population, and the company cites substantial doubt about its ability to continue as a going concern and its need for additional financing. The quarterly net loss narrowed while quarterly revenue declined slightly.
NDA submitted to the FDA on October 28, 2026; the FDA has 60 days to decide whether it is filed.
Phase 3 TransportNPC study missed its primary endpoint in the overall population (p=0.19); a prespecified subgroup showed a 71% slowing of disease progression (p=0.046).
Q4 net loss attributable to Rafael Holdings was $9.2 million, or $0.18 per share, versus $12.1 million, or $0.28 per share, a year earlier.
Q4 revenue was $244,000 versus $350,000 a year earlier; cash and cash equivalents were $22.1 million as of July 31, 2026.
BorgWarner reported third-quarter 2026 results on October 29, 2026. Net sales fell about 2.9% to $3,487 million, while adjusted earnings per diluted share rose 12.1% to $1.39, and the company raised its full-year adjusted EPS guidance to $5.20-$5.35, citing share repurchases and a lower tax rate. For shareholders, expected per-share earnings rose, but the company expects 2026 net sales of $14.0 billion to $14.2 billion, down from approximately $14.3 billion in 2025.
Q3 2026 net sales were $3,487 million, down about 2.9% from $3,591 million in Q3 2025.
Q3 2026 U.S. GAAP diluted EPS was $1.08, up 47.9%; adjusted diluted EPS was $1.39, up 12.1%.
2026 adjusted EPS guidance raised to $5.20-$5.35 from $5.05-$5.30; net sales guidance narrowed to $14.0-$14.2 billion from $14.0-$14.3 billion.
Q3 2026 free cash flow was $195 million, and the company repurchased about $175 million of its shares.
Coherus Oncology said on October 28, 2026 that interim data from its TREGCHECK program showed a confirmed overall response rate of 75% (6 of 8 evaluable patients) in first-line esophageal squamous cell carcinoma (ESCC) with tagmokitug, toripalimab and chemotherapy. The company plans to expand enrollment in both first-line and second-line ESCC cohorts, but the sample sizes are small and the drug is investigational and not approved.
First-line ESCC: confirmed overall response rate of 75% (6/8) as of October 14, 2026, rising to 89% (8/9) after two additional partial responses were confirmed following the data cutoff
Second-line ESCC at the 700 mg dose: clinical benefit rate of 33.3% (2/6) and confirmed overall response rate of 16.7% (1/6)
Safety: among 120 patients on tagmokitug plus toripalimab, 40% had immune-related adverse events of any grade and 20% had Grade 3-5 events; no Grade 5 treatment-related adverse events were reported
Oshkosh reported third-quarter 2026 sales of $2.84 billion, up 5.7 percent, but net income fell to $138.4 million, or $2.22 per diluted share, from $196.2 million, or $3.04, a year earlier. The company lowered its full-year 2026 adjusted earnings per share expectation to $8.50 to $9.50, citing short-term challenges in fire truck production, which matters to shareholders because it reduces expected profit for the year.
Q3 2026 sales rose $153.0 million, or 5.7 percent, to $2.84 billion, while operating income fell 24.3 percent to $197.1 million.
Q3 2026 adjusted earnings per share was $2.41, compared with $3.20 in Q3 2025.
2026 adjusted EPS guidance is now $8.50 to $9.50, down $1.50 to $2.50 from prior guidance; net sales are now expected to be about $11.0 billion.
Quarterly dividend of $0.57 per share is payable November 30, 2026, to holders of record as of November 16, 2026.
Sirius XM reported third-quarter 2026 revenue of $2.15 billion, down slightly from the prior year, while net income rose 7% to $317 million and diluted earnings per share fell 7% to $0.78. The company raised its full-year 2026 guidance for revenue, adjusted EBITDA and free cash flow by $25 million each, its second consecutive increase, and said it plans to meaningfully accelerate share repurchases in 2027.
Third-quarter revenue of $2.15 billion, compared with $2.16 billion a year earlier; diluted EPS $0.78 versus $0.84
Net income up 7% to $317 million; adjusted EBITDA up 3% to $694 million; free cash flow up 14% to $293 million
Updated 2026 guidance: total revenue about $8.55 billion, adjusted EBITDA about $2.65 billion, free cash flow about $1.40 billion
Company returned $91 million in dividends and $33 million in share repurchases during the quarter
Belden reported third quarter 2026 revenue of $966 million, up 38% year over year and 11% organically, and adjusted EPS of $2.26, up 15%. GAAP results swung to a net loss of $11 million, or $0.29 per diluted share, due to non-cash purchase accounting charges tied to the Ruckus acquisition. The company also guided fourth quarter 2026 revenue to $960 million to $980 million and adjusted EPS to $2.20 to $2.35.
Q3 2026 revenue was $966 million, up from $698 million a year earlier; orders were $1,017 million, with a book-to-bill of 1.05x.
GAAP EPS was a loss of $0.29 versus $1.41 a year earlier; adjusted EPS rose to $2.26 from $1.97.
Q4 2026 guidance: revenue $960 million to $980 million, GAAP EPS $0.24 to $0.39, adjusted EPS $2.20 to $2.35.
Belden agreed to supply $100 million of fiber solutions to a major US data center customer in 2027.
CRH reported third quarter 2026 total revenues of $11.4 billion and net income of $1.2 billion, representing a decrease from the prior year due to impairment losses. The company lowered its full-year 2026 guidance for net income and adjusted EBITDA, citing a challenging residential market and inflationary costs, while announcing a new $6 billion share buyback program running through 2030. Additionally, CRH completed its $8.5 billion acquisition of Arcosa on October 23, 2026.
Total revenues for Q3 2026 were $11.4 billion, up 3% year-over-year, while net income declined to $1.2 billion.
Full-year 2026 guidance was revised to net income of $3.1 billion to $3.3 billion and Adjusted EBITDA of $7.8 billion to $8.0 billion.
CRH completed the $8.5 billion acquisition of Arcosa on October 23, 2026.
A new share buyback program of up to $6 billion was authorized, expiring at the end of 2030.
Instacart (Maplebear Inc.) reported third-quarter 2026 results showing total revenue of $1,095 million, up 17% year-over-year, and GAAP net income of $147 million, up 2%. The same day, it agreed to be acquired by DoorDash in a cash-and-stock deal valued at an equity value of approximately $17 billion, and it suspended financial guidance and withdrew its long-term guidance. For shareholders, the outcome now depends on the DoorDash transaction terms rather than standalone guidance.
Definitive agreement to be acquired by DoorDash (NASDAQ: DASH) in a cash-and-stock deal with an equity value of approximately $17 billion
Q3 2026 total revenue of $1,095 million, up 17%; GTV of $10,528 million, up 15%
GAAP net income of $147 million, up 2%; diluted EPS of $0.60 versus $0.51 a year earlier
Earnings call scheduled for November 5, 2026 cancelled; financial guidance suspended and long-term guidance withdrawn
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